Dear parents and busy working professionals,
As parents, our morning is lighted up by the warm smile from the faces of our young children. We love our children so much that we need to protect our future, our life, assets, accumulated wealth to be able to provide for them during emergencies, college, buying new house, raising grand children and retirement.
This is the value I add to my clients, to help them organize their finances with proper protection. Busy professionals like doctors and dentists find value in what I do when I show them The Life Balance Sheet that help them find money, grow money tax free, protect their accumulated wealth and reallocate their assets according to their current and future needs. Now, they can do more of the things they love to do the most during those free time they have in their busy practice.
I bring value to my clients who knows that financial planning with protection and well organized finances tracked and reviewed properly can mean a shorter time to reach retirement and more savings accumulated over time.
Dealing with our finances now is more important since the cost of waiting is bigger than we thought. We cannot replace the time lost or the lost opportunity costs. Let me help you with the process of planning your finances to take care of your future and protect your love ones and your busy practice.
Let us remove THE WHAT IFs and have peace of mind. And let me help you find the money for protecting the ones you love and protecting your business and your precious time.
Your financial planner,
Connie Dello Buono
Holistic financial planning with protection and financial strategy
based on your current and future needs
- 408-854-1883
- CA Life Lic 0G60621
- motherhealth@gmail.com
Published by connie dello buono
Connie Dello Buono is based in Sunnyvale California. Her first ebook is about women's health, Birthing Ways Healing Ways and her recent one is about cancer prevention, Curated Healing Ways. She had helped women have holistic childbirth as childbirth educator, founded Motherhealth, to serve seniors in the bay area with holistic caregivers and blogs at www.clubalthea.com with more than 10,000 health and finance related posts.
Connie trains her own caregivers, which are the favorites of most bay area seniors who are home bound and alone.
She is active in the rehab and nursing facilities, volunteering on music and movement for seniors.
She is a member of Lion's club and offered scholarships to students in the Philippines.
She is active at churchinsunnyvale.us and has Fridays Bible home study in Sunnyvale using the recovery version of the Bible , free at biblesforamerica.us
She loves dancing and teaching and her courses can be found at
https://teachclub.com/@thriveafter60
She is California Life Insurance licensed providing life insurance for older adults with health issues and helping women retire safely with income for life.
at menloassetca.com , she helps with 401k rollover.
3 Benefit plans
- Mortgage protection using term life insurance to pay for mortgage balance in event of death
- Final Expense plan using Single Issue Whole Life Insurance, with cash back, disability benefit and guaranteed in the presence of health issues
- Fixed Index Annuity retirement plan for safe, accessibility, less fees, less taxes, avoids probate as it goes directly to beneficiaries, rate of return with no downside market participation.
She brings compassion and understanding to the needs of her clients, bringing holistic approach in health and life insurance. Her goal is to free families from worries especially during covid with caregivers and life insurance in the presence of health issues, especially for women.
She can be reached at 408-854-1883 , motherhealth@gmail.com
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